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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3901
DI
DAGCO Inc
Ohio
$109K -$4.69M 2 0.1% Reduced
3902
DWS
Dynamic Wealth Strategies
California
$109K +$103K 2 0.1% New
3903
CWAF
Core Wealth Advisors (Florida)
Florida
$108K +$25.5K 1 0.04% Increased
3904
CIR
Clear Investment Research
Georgia
$108K +$48.3K 3 0.15% Increased
3905
LFA
Level Financial Advisors
New York
$105K $0 1 0.05% Maintained
3906
Delta Accumulation LLC
Delta Accumulation LLC
California
$103K $0 1 0.02% Maintained
3907
HC
Hoese & Co
Minnesota
$103K $0 2 0.1% Maintained
3908
NICM
Neo Ivy Capital Management
New York
$102K -$1.52M 1 0.23% Reduced
3909
PCM
PenderFund Capital Management
British Columbia, Canada
$102K -$4.03M 1 0.03% Reduced
3910
MFT
Moisand Fitzgerald Tamayo
Florida
$100K -$134K 3 0.02% Reduced
3911
WFA
West Financial Advisors
Iowa
$93.9K -$7.25K 1 0.02% Reduced
3912
IRAG
Investment Research & Advisory Group
Georgia
$92.7K $0 1 0.05% Maintained
3913
IA
IFS Advisors
Kansas
$90.2K $0 1 0.11% Maintained
3914
PWM
Partnership Wealth Management
Maryland
$87.7K +$111K 1 0.07% New
3915
4FG
4Thought Financial Group
New York
$84.5K +$80.8K 1 0.06% New
3916
BMC
Bear Mountain Capital
Washington
$83.8K +$90.5K 1 0.04% New
3917
BOC
Bull Oak Capital
California
$83.2K $0 1 0.02% Maintained
3918
SCA
Stuart Chaussee & Associates
California
$83.1K +$11.7K 1 0.02% Increased
3919
AWM
Able Wealth Management
New Jersey
$82.9K +$79.2K 3 0.08% New
3920
AFS
Annapolis Financial Services
Maryland
$82K +$39.5K 2 0.02% Increased
3921
KI
Kapitalo Investimentos
Brazil
$81.9K -$194K 1 0.02% Reduced
3922
Cowen and Company
Cowen and Company
New York
$81.8K +$109K 1 0.01% New
3923
CQS
Credential Qtrade Securities
$81.6K +$65.2K 2 0% Increased
3924
SR
Syntax Research
Florida
$80.3K $0 2 0.07% Maintained
3925
LIWM
Long Island Wealth Management
New York
$78K +$73.9K 2 0.06% New